Karen Valdivia Jacobson
Business Development Officer, Private Clients
Karen joined the Trident Trust Group in May 2018. Her experience includes fiduciary administration, client relationship management and business development. Prior to joining Trident Trust, Karen worked at Merrill Lynch in Miami for 20 years in its Wealth Planning Division and Trust Department, where most recently she was Assistant Vice President.
Karen has a bachelor’s degree in Economics from Florida International University in Miami.